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Ideal Wealth Advisors
Digital Estate Planning Services

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Estate planning, simplified

Getting our affairs in order is something we all know is important, but the reality is many of us put it off or feel it could be too costly to do now.

We understand the importance of ensuring your legacy is honored according to your wishes. We are pleased to introduce InGenius, an online tool designed to be affordable and help individuals, as well as their families, prepare for the later chapters of life.

Goes beyond simply creating your basic will
  • Creates important estate planning documents like your last will & testament, power of attorney or a living will, including trust, guardianship for minor children, and directives for your pets
  • Automatically catalogs assets, debts, and important documents in a secure and customized digital vault that can be accessed and updated as long as your subscription is active
  • Provides a dynamic view into your overall financial standing, including the ability to record and track any inheritance allocated to your loved ones


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Enroll now to build a digital estate plan that gives you confidence.
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Disclaimers

Neither One Digital Trust nor inGenius are affiliated or associated with LPL in any way. Any products or services offered by One Digital Trust and/or inGenius are not being offered by or through LPL.
Ideal Wealth Advisors and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.


LPL Financial Form CRS.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ideal Credit Union and Ideal Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ideal Wealth Advisors, and may also be employees of Ideal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Ideal Credit Union or Ideal Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Ideal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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